Quarterly Comments

Mixed messages abound! The bond market tells us a recession is not only coming – it is inevitable; the stock market seems to be saying “Slowdown maybe, but the economic growth opportunities remain, so – no recession.”
Market Outlook 2023
Market Outlook 2023 With Linda P. Erickson, CFP® Join us for our annual presentation when we look to 2023 to review the current economic climate and what, if any, changes […]
Recession – To Be or Not To Be

It’s in the news – everywhere – talk of recession and all the negative feelings that word calls up. Well, are we in a recession? And why do we care if we are or are not?
2022 Market Outlook Lunch and Learn
Hear about the role of the Federal Reserve in 2022, current market and interest rate conditions and more…